AB Tax-Managed Wealth Appreciation Strategy (ATWYX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ATWYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ATWYX
ATWYX charges 0.38% annually. There are 18 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | ATWYX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | ATWYX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | ATWYX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | ATWYX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | ATWYX vs UCEQX |
Best Risk-Adjusted Alternatives to ATWYX
ATWYX has a PortfoliosLab risk / return rank of 63. There are 67 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | ATWYX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | ATWYX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | ATWYX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | ATWYX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | ATWYX vs FMIEX |
Top Performing ATWYX Alternatives (YTD)
ATWYX is at 12.40% YTD. There are 82 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | ATWYX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | ATWYX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | ATWYX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | ATWYX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | ATWYX vs PGVFX |
Lowest Volatility Alternatives to ATWYX
ATWYX has 13.53% 1-year volatility. There are 102 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | ATWYX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | ATWYX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | ATWYX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | ATWYX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | ATWYX vs SGMAX |
Lowest Drawdown Alternatives to ATWYX
ATWYX has a 1-year max drawdown of -9.75%. There are 74 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | ATWYX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | ATWYX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | ATWYX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | ATWYX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | ATWYX vs SVTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 14.87% | — | Sep 2021 | ATWYX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | ATWYX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | ATWYX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | ATWYX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | ATWYX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | ATWYX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | ATWYX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | ATWYX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | ATWYX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | ATWYX vs FAMRX |
Often Compared With ATWYX
Investors most often compare ATWYX with PEY, FDFIX, QQQ. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare ATWYX with Any Fund or Stock
Compare ATWYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ATWYX with funds that move differently
AB Tax-Managed Wealth Appreciation Strategy alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ATWYX.
Explore ATWYX Diversifiers